"Fortune Road 500 million main sale, tomorrow will be over!"

Market investors gathered on the two main lines of 'mobile Internet' and 'smartphone industry chain' were full of panic at this moment.

"What are you afraid of, according to the position data released by the 'Yuhang No. 1' fund some time ago, Fortune Road has held at least 3 billion chips on the two main lines of 'mobile Internet' and 'smartphone industry chain', which is only sold for more than 500 million, which is not a violent clearance at all, at most it is a reduction of one or two percent."

"Yes, yes, these more than 500 million are nothing to Fortune Road."

"Fortune Road sells, Fusheng Road buys, this market is super mainstay, and it is not a bearish market, right?"

"To verify whether the wealth road is really bearish on the market, bearish on the two main lines of 'mobile Internet' and 'smart phone industry chain', you have to look at tomorrow's dragon and tiger list data, so that the next wealth road continues to sell, then you should pay attention."

"But this should also be a signal to reduce positions, right?"

"Indeed, although Fortune Road is not completely bearish on the market, this large-scale reduction should also show that Fortune Road judges that there will be a lot of adjustments in the market in the future."

"Even if there are adjustments, it should still be benign, right?"

"That's for sure...... I estimate that the index will retrace the 20-day line at most, or the 30-day line will be about the same. ”

"To be honest, the two main lines of 'mobile Internet' and 'smart phone industry chain' have risen a little too quickly recently, so it's good to adjust and consolidate!"

"Look at today's movement of Fortune Road, when selling the core concepts of 'mobile Internet', 'smart phone industry chain', and 'restructuring backdoor', I used Fusheng Road to buy the potential Hengxin, which should be the main fund, optimistic about the market in several main line adjustments, the petrochemical sector, can take over the market, there is a more obvious opportunity, right?"

"But Fusheng Road only bought more than 20 million, compared to the more than 500 million sold by Fortune Road, it's not worth mentioning!"

"It doesn't matter how much money you buy, the key is attitude and direction."

"However, in the petrochemical sector, I can't see the imagination space and the expected performance explosion ability in the future, not to mention, in this sector, there are still two barrels of oil in the Big Mac, who can pull it up?"

"If you can't see the logic, it's right, if we can also guess the idea of the main force, then we are the main force of the market!"

"Whatever, follow the trend without a brain, and play the potential balance letter tomorrow."

"Hey, when I first looked at the Dragon and Tiger List, I was really scared to see Fortune Road selling so many chips, but now...... Listening to everyone's analysis, I finally made up my mind, yes, more than 500 million selling funds, compared with the position of at least more than 3 billion on the Fortune Road, it is nothing at all, not to mention, when selling, I am still buying, bull market, bull market...... I still believe that the current market is a bull market! ”

"Even if more than 500 million is sold, the wealth road is still an absolute heavy position on the two main lines of 'mobile Internet' and 'smart phone industry chain'...... I'm too lazy to move, at most tomorrow I will use a small position to play a dozen potential price limits. ”

"With the same line of thought, I estimate that today's Fortune Road should be passively smashed at the end."

"On the two main lines of 'mobile Internet' and 'smart phone industry chain', whether it is the future imagination space and the good news of the performance explosion, are still there, what is there to be afraid of?"

"If you observe for another day, I don't think Fortune Road will continue to reduce its positions."

"Although I am still optimistic about the bull market, since Fortune Road has appeared on the list of dragons and tigers to sell, then I will temporarily appear tomorrow in accordance with discipline, and when the index will stand on the 5-day line, I will come back, so that although it may be a short market, it will also eliminate some risks."

In the heated discussion of the data of the Dragon and Tiger List.

After the initial panic and fright, compared with the market before the repeated reversal, and the current market trend is still there, the technical situation is not completely bad, everyone's heart has gradually settled, confidence in the bull market has been restored, and from various angles, far-fetched analysis of the wealth road Today's position reduction, in fact, is still in disguise optimistic about the market, is to free up more funds and positions, replace new stocks.

And...... We also analyzed the overall holdings of the 'Yuhang No. 1' fund.

It is still at an extremely high water mark.

I found all kinds of reasons for the reduction of Fortune Road, and then used this reason to numb myself and convince myself.

"Sure enough, in the continuation of the market trend, once the thinking of retail investors is solidified, when there is a clear signal of change in the market, very few people can implement it in accordance with discipline, change their thinking, and exit immediately." At this moment in the Shenzhen market, Xin Niu Fund Company, in the trading room, fund manager Fang Xinsheng roughly browsed the Internet, everyone for the 'Fortune Road on the Dragon and Tiger List of large-scale reduction' after the topic of discussion, couldn't help but sigh, "Such an obvious signal, and the Fortune Road has been publicly displayed on the Dragon and Tiger List, I didn't expect the vast majority of retail investors in the market to still hold the illusion of a bull market, holding the hope that the market can hit 2500 points or even 3000 points without barriers in the future, I also dream that Huaqingbao can hit the 100 yuan mark, and Internet speed technology can hit the market value of 100 billion, I really don't know what to say! ”

"Under the continuous money-making effect, people's greed is always endless." Liu Xin, general manager of Xinniu Fund, said with a smile, "After making money, people often think that they must still be able to make money, thinking that the index has risen, and all the declines in the early stage have been reversed, and naturally think that this time will not be an exception." ”

"At this time, greed has eroded the hearts of the vast majority of investors."

"Even with the market influence of Fortune Road, it can't shake this greed in everyone's hearts."

"Everyone will only analyze within the scope of their own cognition, according to their own ideal ideas, and find reasons to support their position logic."

"Speaking of which...... That's a good thing too! ”

"If you think about it, if it weren't for the inherent thinking of these retail groups, and the irrepressible greed of the mind."

"Where do major institutions like ours profit?"

"The stock market, especially the domestic stock market, is a zero-sum game in 90% of the trading time, some people make money, and some people always lose, and these retail investors are the best source of nourishment and profits."

"...... for many"

"Even if you tell him the wealth password, tell him where to reduce his position, where to increase his position, and tell him which stock will rise and which stock will fall, he will not be able to grasp it and make no money."

"This is because a person's cognition determines his way of thinking and operating ideas."

"It can't be changed, and no one can change it."

"This is also the source and root of the market's so-called one person, who can only make profits within his own cognition."

"So...... There is no need to feel so deeply for these people, but ...... We should be happy, at least with them, it will be much easier and easier for us to make money. ”

"Otherwise, you think about it."

"If the market is full of opponents like Fortune Road, then we can really only drink the northwest wind."

Mr. Liu's words...... It's really whipping in. Fang Xinsheng was stunned when he heard Liu Xin's words, and couldn't help laughing, "Most of the time in the zero-sum game market, our source of profit is really provided by the retail investor group in the market." ”

"I'm just thinking ......"

Fang Xinsheng paused, and said: "Fortune Road's move to reduce positions today is so big, what is the real motive?" ”

"Could it be that this main capital is really simply kind enough to remind retail investors and institutions in the entire market that the market has reached the top, so hurry up and reduce their positions?"

"In other words, the other party thinks that the market will have some huge downside in the future."

"That's why it's so urgent to reduce positions."

"After all, if it's me ......"

"In the same main line field, the size of the position is more than 3 billion, and it is impossible to take one breath, and if the position is completed in a short period of time, it will definitely be the first time, and will not expose its seat, and I would rather reduce the position a little at a time, and I will not be so urgent and violently."

"Huge downside?" Liu Xin was taken aback by Fang Xinsheng's idea, "Wouldn't it?" Isn't the regulator very concerned about the market right now? Every day, I can't wait to put good news on the market, and let the financial media and securities media sing more about the market every day, what do you think...... At the macro level, there will be no major downside for the stock market. ”

"And the peripheral market ......"

"The Fed's parliament went in December, the trend of U.S. stocks is also quite stable, the European economy and the U.S. economy are slowly recovering, and there are signs of getting out of the quagmire."

"These are all good things!"

"It can only be said that the market is at this stage, and the accumulation of profit orders is indeed too heavy, and adjustment is inevitable."

Fang Xinsheng pondered for a while and replied: "From the perspective of market analysis, the probability of a major negative occurrence is indeed not large, unless there is a 'black swan' event, but the 'black swan' event is unpredictable, but I think ...... Fortune Road this share of funds, is not the general market main funds, every time this capital appears on a large scale on the Dragon and Tiger list, whether it is a sell list, or a buy list, the market will usher in a major market change, so there is this concern. ”

"The means and methods of entering and exiting the market of this share of funds are extremely profitable and decisive."

"I think the other party must have other actions when reducing the two main lines of 'mobile Internet' and 'smartphone industry chain'."

Liu Xin pondered for a while and said: "For this fund, in addition to the position reduction on the two main lines of 'mobile Internet' and 'smart phone industry chain', the only thing that can be observed is that this fund is buying in the potential balance today, is it ...... Is it really as predicted by many retail investors, this stock is adjusting its position in the direction of the petrochemical sector? ”

"Petrochemical?" Fang Xinsheng chuckled, "This prediction...... Mr. Liu, do you believe it yourself? ”

Liu Xin coughed lightly and said: "I also think it's too outrageous, even if you bet on the recovery of international oil prices, the recovery of the macro economy, and do the market of the A-share petrochemical sector, this reflection arc is too long, and there will not be too much follow-up capital to enter, and there will be no big market." ”

"What's more, in the petrochemical sector, the weight ratio of two barrels of oil is too high."

"If you want to fry this field, you can't avoid these two big guys."

"And the internal bargaining chip structure of these two big guys is basically dominated by public offering institutions, national funds, Joajin, and Huijin, and if you dare to enter the wealth road...... Then I have to respect him as a man! ”

Trillion-level giants, facing the plate dominated by the national team.

In Liu Xin's view, as long as Fortune Road dares to enter, on the two barrels of oil, the public offering institutions that have been trapped for many years will definitely not hesitate to sell it and eat billions of funds on Fortune Road.

Therefore, Zhenxin Fortune Road will adjust its position to the petrochemical sector, which is either stupid or stupid.

If you don't touch two barrels of oil, first, you can't speculate on the market, and second, small-cap concept stocks in other sectors can't accommodate such a large amount of funds.

"So......" Fang Xinsheng said, "Today's buying action of Fusheng Road on the potential balance letter is definitely a fake action to induce other follow-up funds in the market to enter, and the purpose is definitely to cover up their fund's 'dark position' buying operation in other areas." ”

"Mr. Liu still remembers the ambush of the capital on the main line of the 'Shanghai Free Trade Zone', right?"

"No one really thought in advance that Fortune Road would be the biggest winner in the hype of the entire 'Shanghai Free Trade Zone' concept, and the net value of their fund skyrocketed several times."

"I've studied this man's way of thinking......"

"Very good at capturing market information, mining themes and concepts, and also very good at lurking and building momentum to create demon stocks."

"And, I found a trait about this man."

"That is greed, although the fund he is in charge of, most of the time, is completely closed, and does not publish any position and net value data, but I found through historical backtesting that his fund is basically in a full position operation state in the operation stage, even if it is a market switch, it is also full of positions."

"Only by keeping the position full can we create a performance myth of 10 times in 3 months."

"And now, the size of the fund he is in charge of is not small, under the inertial trading thinking, but also under the ultimate performance pursuit, but also maintain the operation of full position switching, then it is easy for us to capture the traces of this capital in the market."

"Do you have an idea?" When Liu Xin heard Fang Xinsheng's words, his heart was particularly excited.

If they can detect the rebalancing ideas and trends of Fortune Road in advance, then they can snipe halfway, or even take action in advance to grab chips and pick the fruit.

This is for them who have been suppressed by the 'Yuhang No. 1' fund.

It's a great opportunity to fight back.

Moreover, if they can really grasp the trend of the funds on the Fortune Road, successfully snipe at the other party, and pull the other party off the investment altar, then the reputation of their fund company can skyrocket instantly, and the investment customer group and the future asset management volume will also have a great room for growth.

"We have to watch and watch again." Fang Xinsheng said, "But at least ...... I can make it clear that the next layout direction of the capital of Fortune Road will definitely not be the petrochemical sector. ”

"Okay, look again, watch!" Liu Xin rubbed his hands, "Don't worry, this share of funds is so large, it is impossible to be completely invisible in the interval of position adjustment and stock exchange." ”

The two continued to discuss......

At this moment in Yanjing, inside Anlan Fund, in the trading room.

Xie Wanting stared at the large-scale sale of the Dragon and Tiger List on Fortune Road, pondered for a while, and then said, "Teacher, did he do this on purpose?" ”

"Huh?" Zhou Guohua was stunned, a little difficult to understand the apprentice's thoughts, "Deliberately? ”

"It's too deliberate." Xie Wanting said, "Based on my impression and understanding of him, he is very confident in his judgment of the market. ”

"Since he has judged that the market is at the macro level, there is no bull market."

"With his self-confidence, with such a large position, he will definitely not start to reduce his position when the market shows an obvious signal of peaking, right?"

"I thought it was strange ...... before"

"Hua Qingbao、Fenda Technology、Changqu Technology、LETV These tickets,The daily transaction is so intense,A few days ago,In the case that many marginal concept stocks are on the Dragon and Tiger list,These popular stocks,Actually all avoided the Dragon and Tiger List,Especially last Friday,Changqu Technology is obviously able to close the limit,As a result, it was smashed to below 7 points。

"Looking at it now, these votes are deliberately avoiding the disclosure of data."

"And in the on-site chip structure of these tickets, those who have the ability to control the market to such a point, except for these popular stocks, there will be no one else on the wealth road of large-scale positions, after all, there are many positions before Jiefang South Road, and they are not able to control the market to such a point."

"But Master, look at today's ...... again"

"Hua Qingbao, Fenda Technology, LeTV, Xinwei Group, these stocks with heavy positions in Fortune Road, are all on the list, and there is a large volume in Fortune Road, and there is a very urgent selling action, this is not intentional, or what?"

Speaking of which......

In Xie Wanting's mind, Su Yu was calm and relaxed, smiling and talking, and said softly: "He deliberately revealed his seat so deliberately, and he was not afraid of causing panic in the market, he should have finished leaving the warehouse, right?" It's really powerful, if you don't move, it's just a thunderbolt means. ”

"Makes sense!" Hearing Xie Wanting's analysis, Zhou Guohua reacted instantly.

"But what is the reason for him to buy the potential balance?" Xie Wanting figured out one place, but was stumped by another, "In the petrochemical field, there is really no chance!" ”

Zhou Guohua figured out the key node, paused, and said: "Since he revealed the selling seat of Fortune Road on the Dragon and Tiger List deliberately, then buying potential Hengxin is probably also deliberate, and the purchase capital of more than 20 million is really not worth mentioning compared to the selling volume of hundreds of millions and billions at every turn." ”

"Go your way......"

"He should be diverting the attention of the main funds from all walks of life in the market to pay attention to his seat, and secretly adjusting the position layout in another main direction, and...... According to what you said, his move is probably the last liquidation and selling action, so his layout in the other direction is almost completed. ”

"Yes...... Which direction will it be? Xie Wanting pondered hard.

Zhou Guohua smiled and said: "It's impossible to guess, after all, the market has a daily turnover of more than 100 billion, and if he doesn't build a position in a short period of time, it will be difficult to detect the traces." ”

"I remember......" Xie Wanting carefully thought about every word she had said to the other party during the two days of Su Yu's short stay in Yanjing during the National Day, and said softly, "He said that in the market, whether it is the regulator, the national team capital, the public offering institutions, private equity funds, the tour capital, and the retail investors, they all have their own interests and goals, and he also said that the 'Future Investment' investment exchange summit was deliberately done by the regulators and was a briefing with a task." ”

"Teacher, what do you think ......?"

Xie Wanting had a flash of inspiration in her mind, and suddenly showed an excited look, and asked, "What are the most urgent needs and tasks of the regulators at present?" ”

Zhou Guohua's heart moved, and he had completely understood.

"You mean......" he stared at his apprentice's pretty eyes, "IPO restart plan!" ”

Xie Wanting nodded firmly and laughed: "I want to ...... It must be yes, with the IPO restart as the core logical point, then the recent market trend, the attitude of the regulators, and the hype of the relevant media, the hustle and bustle of the bull market...... Everything makes sense. ”

"Moreover, the global economy has turned, and the new economy sector is booming."

"If the domestic economy wants to recover and recover, GDP returns to high-speed growth, and direct financing channels in the financial market are opened, and the economic bloodline that has been blocked for almost a year and a half should be the top priority, right?"

"yes!" Zhou Guohua sighed, "the most important function and task of the stock market is to create direct financing channels for enterprises, open up market capital to enterprise investment, and now this bloodline, in the market's long, tragic bear market, paralyzed for almost a year and a half, is also the establishment of A-shares, the longest IPO suspension in history, the regulator is in a hurry." ”

"And the resumption of IPO must be coordinated by the market."

"Because of this, there is the 'Future Investment' exchange summit, and during this period of time, many parties have been favored."

Thinking of these......

Zhou Guohua couldn't help but sigh softly: "The IPO has been suspended for too long, and everyone can't help but forget that it is going to restart, and think that the IPO will not be restarted if the bull market is not reached, but it ignores the needs of the national economy and the essence of the regulator for a while, speaking of ...... It really shouldn't be! ”

"It's too late to lay out now, right?" Xie Wanting heard Zhou Guohua's sigh and couldn't help but say, "Looking at the overall market trend, there should be no other main funds except for Mr. Su of 'Yuhang Investment', and I have noticed this direction, and ...... In terms of regulators, isn't there no news yet? ”

Zhou Guohua thought for a while and said: "The so-called striking while the iron is hot, everyone understands that the market will not continue forever, and the IPO restart plan will not be launched when the market is good, and when the market completely ebbs, I am afraid it will be difficult to launch again, so ...... I estimate that the news of the IPO restart is coming soon, after all, today's fall has cast a shadow on the market, and many people should not be able to wait. ”

"The layout, though...... It should still be in time. ”

"The venture capital and securities fields related to the resumption of IPOs have a large range and a lot of heavyweight stocks.

"But he now has almost 10 billion funds." Xie Wanting said, "In addition to securities, in the field of venture capital, tens of billions of funds will be invested, and I am afraid that there are not many high-quality chips left, but if we can intervene early, we should be able to take a little advantage and eat more profits." ”

Zhou Guohua bowed slightly, and said with a smile: "Wan Ting, you have really grown!" ”

Xie Wanting's analysis conclusion today is extremely important for the next macro operation strategy of Anlan Fund, which can be said to provide a clear investment direction, and may be able to bring hundreds of millions, or even billions of profits to the entire Anlan Fund in the future.

In the face of the teacher's compliment......

Xie Wanting smiled and said: "I just follow the historical operation trajectory of this Mr. Su and my superficial understanding of him to make investment inferences, whether the market will develop like this, whether he has opened a position according to this logical line, everything has to wait for the final market verification to know." ”

"You can't go wrong!" Zhou Guohua responded, "You clean up and get off work, I will find the marketing department to summarize the recent market news, and demonstrate your inference, if there is no accident, the market will open tomorrow, and we will start the plan to build a position in this regard." ”

"Last time, on the line of 'Shanghai Free Trade Zone', we were too far behind Mr. Su."

"This time, try to get a city back!"

After speaking, Zhou Guohua walked out of the trading room.

And Xie Wanting thought back to the teacher's words, remembered the scene when she met Su Yu on the Waigao Bridge, and unconsciously, there was a trace of desire to win or lose in her heart.

Of course, at this moment......

Su Yu didn't know that Xie Wanting could actually guess his real trading motives from the 'Dragon and Tiger List Position Reduction' action he deliberately created.

At this moment, he was counting the net value of 'Yuhang No. 1' after the warehouse was completed.

and the remaining funds available in the two funds.

I saw that after clearing the two main concepts of 'mobile Internet' and 'smart phone industry chain', the net value of the 'Yuhang No. 1' fund climbed by 15% compared with before the National Day, reaching a position of 12.39, and the overall capital volume reached 4.9588 billion, which was basically the same as the volume of the 'Yuhang No. 2' fund.

And after the post-holiday period of rebalancing......

The two funds have invested a total of 7.336 billion yuan in the field of securities and venture capital, that is, the 46 targets formulated and modified by Su Yu several times, and the remaining 2.622 billion available liquidity, and the overall position level is about 73%, which can be regarded as a heavy intervention, and the layout has been completed.

As for the specific position weight, Su Yu focused on the 12 core stocks.

A total of about 3 billion positions, accounting for 40% of the total positions, including the securities sector of CEFC Securities, Huatong Securities, Oriental Securities, the number of positions, close to 1 billion.

"Now, everything should be considered ready, only the east wind is owed, right?"

After counting all the fund's position data, Li Meng was very happy and said with a smile: "If everything goes according to our expectations, at the end of the year, the net value of our company's two funds should be able to reach a higher level." ”

"Don't worry!" Su Yu said with a smile, "The east wind will come, after all, someone is more anxious than us." ”

"But before the east wind comes......" Li Meng paused and said, "Today's market is so falling, plus we are smashing it like this, the market situation behind it should not look good in a short period of time, right?" I'm worried that the market will suddenly cool down, and it will be difficult to stir up the heat again. ”

"Looking at the overall topic discussion in the market, the impact of our seats is not so big." Su Yu said, "Before the IPO restart news is clear, there are no other obvious negative in the market, although the profit is heavy here, but before the sentiment collapses, the market is still relatively supportive." ”

"And ......"

Su Yu paused and said, "The shareholder wind we are waiting for is not necessarily a clear news!" ”

"What do you say?" Li Meng didn't quite understand the authentic way.

"Securities are the weather vane of the bull market, and they are also the sentiment indicators." Su Yu said, "If you want to make a real bull market judgment, and when the IPO restart news begins to diverge, but it is not fully announced, many of the main funds in the market should take action." ”

In other words......

"Hype and harvesting don't have to be clear after the news is clear."

"The hazy stage is the best hype stage, because this stage is the most imaginative."

"Moreover, in essence, the IPO restart, for the market as a whole, is a major negative, according to the news after the hype, the mood is not supported, and the space is limited, so it is better to speculate the market in advance in the hazy speculation of the bull market."

"Got it!" Li Meng said, "With the basic logic of the bull market, the space for speculation will be maximized, and the group follow-up effect of retail investors will be the strongest." ”

Su Yu bowed slightly, and said: "Yes, the IPO restart, I'm afraid it is this round of trend market, when the curtain really ends, it is just a small half of the market after the market adjustment, and the protagonist has to be changed to sing on stage, watch it...... The market changes in the next few days, after all, the iron still needs to be struck while it is hot, and the regulator has a task, and will not launch the IPO restart plan after the market cools down. ”

While the two were talking, the discussion of the market situation was still continuing......

The topic of 'Fortune Road Dragon and Tiger List Position Reduction', occupies a hot topic in many stock forums on the whole network, but it is just like a withdrawal, after a heated discussion, we did not have too much panic because of the Fortune Road Reduction, and on the whole, the investment sentiment of the whole network, although in front of this Dragon and Tiger list data, there are obvious signs of fever, but it has not collapsed, and the bull market remarks still occupy a large market, with huge supporters.

In the evening, the regulators were silent.

Major financial media, securities media, and analysts of securities companies have expressed their views on the market, and their remarks are quite consistent, indicating that the current market trend is still very good, indicating that today's market adjustment is also a natural benign adjustment, after all, no stock can keep rising, and no stock can ignore the valuation and rise to the sky.

And in the midst of this......

At the same time, the analysts of brokerage institutions also reminded everyone to be cautious about chasing concept stocks, and called on everyone to embrace 'value investment' and buy core concept stocks in the market.

Of course, retail investors naturally scoffed at this remark, and no one believed it.

And, in addition to these......

Su Yu's post at the end of June, when the market plummeted, 'The darkness is past, the light is even, the bull market is not far away', suddenly, it was also frantically forwarded and spread by a large number of investors on the Internet, and was used as the basis and logical basis for many people to conclude the bull market.

And in this kind of mood that everyone is both nervous and expectant.

Thursday, October 18 is coming.

At 9:10, before the market opened, countless investors sitting in front of the computer focused their eyes on the computer screen, staring at their own stocks, looking forward to today's market, as the previous market performance, against yesterday's decline, and then hit a new high!

Then, 9:15 a.m. came.

I saw that the two main concepts of 'mobile Internet' and 'smartphone industry chain', related concept plates and core hot stocks, which have attracted much attention, actually ignored the impact of Fortune Road's sharp reduction in positions yesterday, or opened flat, or opened slightly higher, which exceeded many people's expectations and continued to be strong!

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